Myles B. Brandt
CHARLESTON FINANCIAL ADVISORS
CHARLESTON, SC
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CRD#: 5637391
Professional summary
Myles Burdell Brandt, CFP® is a registered financial advisor currently at CHARLESTON FINANCIAL ADVISORS, LLC located in Charleston, South Carolina.
Myles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Myles has worked at 1 firm and has passed the Series 65 exam.
Biography
Myles has been with Charleston Financial Advisors, LLC since early 2007. He oversees the management of all investment accounts, investment education, and research.
Myles received a B.A. in History (Magna Cum Laude) and a B.A. in English Literature (Cum Laude) from the College of Charleston in 2006. He became a CFP® certificant and a Registered Investment Advisor Representative in 2010. In 2014 he received a Master's in Applied Economics from Johns Hopkins University in Washington, DC.
Outside of the office he enjoys hiking, travelling, reading, fly fishing, and going on adventures with his family.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
College/Education Planning
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Myles Burdell Brandt's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
February 5, 2009 - Present
CHARLESTON FINANCIAL ADVISORS, LLC
RIA
CRD#: 137536
CHARLESTON, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CHARLESTON FINANCIAL ADVISORS, LLC
CHARLESTON FINANCIAL ADVISORS, LLC
CRD#: 137536 / SEC#: 801-107090
RIA
Registered Investment Advisory firm - (1/4/2016 Approved)South Carolina
Registered Investment Advisory firm - (1/14/2016 Terminated)Texas
Registered Investment Advisory firm - (1/14/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(11/19/2021)
IAR
North Carolina(11/24/2021)
IAR
South Carolina(2/5/2009)
IAR
Texas(11/18/2021)
Current Firm
CHARLESTON FINANCIAL ADVISORS, LLC
CHARLESTON FINANCIAL ADVISORS, LLC
CRD#: 137536 / SEC#: 801-107090
RIA
Registered Investment Advisory firm - (1/4/2016 Approved)South Carolina
Registered Investment Advisory firm - (1/14/2016 Terminated)Texas
Registered Investment Advisory firm - (1/14/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4 North Atlantic Wharf Suite 200, Charleston, SC 29401-2168
Mailing Address
Phone number
(843) 722-3331
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 605 |
| AUM (Assets Under Management) | $ 233,522,040 |
Red Flags
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